+32,991.5%
GILD vs MRSH
+2,969.9%
+30,021.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -4.8% | -4.8% | -0.1% | -2.9% |
| 30D | +5.8% | -6.3% | +12.1% | +8.6% |
| 3M | +14.9% | +5.8% | +9.1% | +12.0% |
| 6M | -0.4% | +2.8% | -3.1% | -2.3% |
| YTD | +18.5% | -3.1% | +21.7% | +18.4% |
| 1Y | +25.1% | -11.3% | +36.4% | +29.3% |
| 3Y | +105.9% | -5.0% | +110.9% | +105.4% |
| 5Y | +143.0% | +19.2% | +123.8% | +117.5% |
| 10Y | +162.4% | +217.4% | -55.0% | +48.0% |
| All | +32,991.5% | +2,969.9% | +30,021.6% | +8,469.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MRSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling